JB
James A. Bankes
BELLEAIR WEALTH MANAGEMENT
Belleair Bluffs, FL 33770
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CRD#: 2508793
JB
Professional summary
James Anthony Bankes is a registered financial advisor currently at BELLEAIR WEALTH MANAGEMENT, LLC located in Belleair Bluffs, Florida.
James is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1994. James has worked at 5 firms and has passed the Series 66, Series 63, SIE, Series 7 and Series 6 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
None
Other business activities
Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
1.Name of Business: Bankes Planning Associates, Inc. Address: 2420 1st Ave N., St. Petersburg, FL 33713 Nature of the Business: CPA and Tax Planning Position/Title: Officer, CEO and Certified Public Accountant Investment Related: No Start Date: 05/15/2002 Hours per month devoted to this business: 100 Hours per month devoted to this business during trading hours: 100 Description of duties: Offering tax planning and accounting related services to individuals and business clients. 2.Name of Business: Independent Insurance Agent Address: 2420 1st Ave N., St. Petersburg, FL 33713 Nature of the Business: Insurance Sales Position/Title: Insurance Agent Investment Related: Yes Start Date: 2002 Hours per month devoted to this business: Less than 10 Hours per month devoted to this business during trading hours: As needed by the client 3.Name of Business: Bankes Financial Services, LLC Address: 2420 1st Ave N., St. Petersburg, FL 33713 Nature of the Business: A holding company to process fees for tax purposes Position/Title: Managing Member Investment Related: No Start Date: 07/26/2019 Hours per month devoted to this business: Less than 2 hours per month Hours per month devoted to this business during trading hours: None
CRS (Client Relationship Summary) - RIA
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Certified licenses
Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
NoneExperience
Current
July 10, 2019 - Present
BELLEAIR WEALTH MANAGEMENT, LLC
Office #1: 2811 West Bay Drive, Belleair Bluffs, FL 33770RIA
CRD#: 131666
Belleair Bluffs, FL
Past
August 3, 2009 - July 5, 2019
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC
RIA
CRD#: 149018
LARGO, FL
Past
July 26, 2005 - October 10, 2009
RAYMOND JAMES FINANCIAL SERVICES, INC.
RIA
CRD#: 6694
LARGO, FL
Past
April 12, 2002 - July 5, 2019
RAYMOND JAMES FINANCIAL SERVICES, INC.
BD
CRD#: 6694
LARGO, FL
Past
March 26, 2002 - April 12, 2002
UNITED SECURITIES ALLIANCE, INC.
BD
CRD#: 36487
GREENWOOD VILLAGE, CO
Past
August 5, 1994 - December 31, 2001
GATEWAY FINANCIAL AGENCY CORPORATION
BD
CRD#: 35864
ARCADIA, FL
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.Highlighted states indicate IAR registrations
IAR
Florida(7/10/2019)
Exams
State Security Law Exam
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
General Industry/Product Exam
Current Firm
BW
BELLEAIR WEALTH MANAGEMENT, LLC
BELLEAIR WEALTH MANAGEMENT | WAMSLEY, STANLEY ALAN | BELLEAIR WEALTH MANAGEMENT, LLC
CRD#: 131666 / SEC#: 801-134914
Arizona
Registered Investment Advisory firm - (10/30/2025 Termination Requested)California
Registered Investment Advisory firm - (10/30/2025 Termination Requested)Florida
Registered Investment Advisory firm - (5/3/2000 Approved)Hawaii
Registered Investment Advisory firm - (9/18/2024 Approved)South Carolina
Registered Investment Advisory firm - (9/16/2024 Approved)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
2811 West Bay Drive, Belleair Bluffs, FL 33770
Mailing Address
Phone number
(727) 586-5655
Established
Firm type
Fiscal year end
# of Employees
5
Documents
Regulatory assets under management
| Total Number of Accounts | 373 |
| AUM (Assets Under Management) | $ 112,971,876 |
Red Flags
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Company Information
BELLEAIR WEALTH MANAGEMENT, LLC
CRD#: 131666Belleair Bluffs, FL 33770TRUST BUT VERIFY
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